What to provide
Chart of accounts, approved vendor list, prior coding examples, and invoice images or text.
Starting prompt
Suggest an account code for each invoice line using our approved chart and examples. Show the matching rule and flag new vendors or ambiguous charges; do not post entries.
Trial case
Include an invoice line that could fit two expense codes. The GPT should show both candidates and the missing evidence; a finance reviewer makes the final coding choice.
Review gate
A bookkeeper verifies the vendor, amount, tax treatment, and account before any entry is recorded.
How to score the result
Manual recoding rate and exceptions correctly routed for review.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Custom GPTs for Repeatable Business Tasks or the AI business strategy guide.